Q: How would you compare NPI and ARX going foward ?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Brookfield Renewable Partners L.P. (BEP.UN)
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Emera Incorporated (EMA)
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Capital Power Corporation (CPX)
Q: could you please rate these stocks in order of preference and why. thank-you.
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Emera Incorporated (EMA)
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
Q: Hi there,
I own a position in AQN and would like two of these 5 in a balanced portfolio. This would be for an extremely long term hold. Which 2 would you prefer and why please?
Thanks and Happy New Year
I own a position in AQN and would like two of these 5 in a balanced portfolio. This would be for an extremely long term hold. Which 2 would you prefer and why please?
Thanks and Happy New Year
Q: Good morning,
As an income investor, I have the following utility holdings that amount to about 12% of my non-registered holdings: FTS (up 10%), EMA and NPI (breaking even) and ALA (down 50%). I have no need to sell any of these and enjoy the dividends, but as a conservative senior and in a rising interest rate environment do you think it would be prudent to unload/reduce some of them or just hang on? If sell/reduce which should be the first to go?
As an income investor, I have the following utility holdings that amount to about 12% of my non-registered holdings: FTS (up 10%), EMA and NPI (breaking even) and ALA (down 50%). I have no need to sell any of these and enjoy the dividends, but as a conservative senior and in a rising interest rate environment do you think it would be prudent to unload/reduce some of them or just hang on? If sell/reduce which should be the first to go?
Q: trying to decide between npi and bep.un . what do you think is best ? Thanks
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Northland Power Inc. (NPI)
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Vermilion Energy Inc. (VET)
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Inovalis Real Estate Investment Trust (INO.UN)
Q: I hold a full position in DRG.UN and would like suggestions on some other Canadian dividend paying companies or REITS that have a European focus and are solid financially
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Enbridge Inc. (ENB)
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Manulife Financial Corporation (MFC)
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Fortis Inc. (FTS)
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AltaGas Ltd. (ALA)
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Emera Incorporated (EMA)
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Northland Power Inc. (NPI)
Q: I am largely an income investor and hold the above stocks for their dividends. I am concerned that some of them may have high levels of debt and will be negatively impacted by higher interest rates. Can you advise which are the most and least indebted companies, and whether higher interest charges could threaten their dividends? Thanks.
Q: I have a question about Northland Power. They have completed a number of large wind projects which should start accreting significant cashflow. Why is the market beating them up so badly?
Q: I have a small holding in this company, should I add to my position as it has taken a down turn?
Q: Could you comment on results and going forward ?
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Brookfield Renewable Partners L.P. (BEP.UN)
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Northland Power Inc. (NPI)
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Innergex Renewable Energy Inc. (INE)
Q: I am a fan of renewable energy and have positions in the following - NPI - 4%, BEP.UN - 3% and INE - 3%. I would like to add to either BEP or INE to bring one of them up to 4%.
What would your preference be for a long term holding considering dividend safety and dividend growth as well as capital appreciation over the long term - 5 years +?
When I look at BEP on Morningstar I see a long term debt / equity ratio of 2.3. INE shows the same ratio at 7. Revenue growth at INE seems better. Is INE's debt level a concern?
Thank you
What would your preference be for a long term holding considering dividend safety and dividend growth as well as capital appreciation over the long term - 5 years +?
When I look at BEP on Morningstar I see a long term debt / equity ratio of 2.3. INE shows the same ratio at 7. Revenue growth at INE seems better. Is INE's debt level a concern?
Thank you
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Enbridge Inc. (ENB)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Northland Power Inc. (NPI)
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Hydro One Limited (H)
Q: What do you guys think about all the bond proxy stocks that have been beat up due to their high yields? Is it safe to pick away at a few, what are your favorites in the group for yield with growing dividend?
Q: Hello 5i team,
How does NPI now compare to other utility stocks like AQN, Fortis, with respect to growth prospects, and other metrics P/E, debt load ? I thought it might be a takeover candidate at one time.
Bernie
How does NPI now compare to other utility stocks like AQN, Fortis, with respect to growth prospects, and other metrics P/E, debt load ? I thought it might be a takeover candidate at one time.
Bernie
Q: This is more a request than a question.
What I would like to know, especially for companies that are carrying high debt levels, is how much debt is maturing each year for the next 15 to 30 years. I don't know what time frame would be reasonable but the longer the better.
What I would like to know, especially for companies that are carrying high debt levels, is how much debt is maturing each year for the next 15 to 30 years. I don't know what time frame would be reasonable but the longer the better.
Q: could you comment on the renewal propectus.?
Q: I noticed you recommend AQN for the utility sector. I am interested in taking a position but when I look at NPI I find it more attractive in many areas (not all). So I'd like to know why you would pick AQN over NPI? AQN is bigger so adds diversity. Dividends are pretty much the same. But on the NPI side its got better margins, EPS, positive cash flow, less dilution, much higher ROIC and ROE. Also better momentum in the short term, long term not as good. What gives AQN the edge here from your analysis? Thanks!
Q: I OWN IPL . WOULD NPI HAVE MORE UPSIDE IN THE NEXT 2-3 YEARS BECAUSE OF IPL BULDING A NEW POLY PLANT. THANKS HARRIS
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H&R Real Estate Investment Trust (HR.UN)
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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BMO Covered Call Utilities ETF (ZWU)
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American Hotel Income Properties REIT LP (HOT.UN)
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Crius Energy Trust (KWH.UN)
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Automotive Properties Real Estate Investment Trust (APR.UN)
Q: Hello 5i Team.
I own these stocks for the dividend, in sectors that are currently getting hit due to rising interest rates (I assume). From your point of view, is it best, if one needs the income, to not be concerned with losing equity value and just continue collecting the dividend and hope that over time, these stocks will recover? Or is it best to sell and research other options. (I am 66 years young). Please also rate these stocks from best to least in terms of dividend safety and growth potential. Thank you for your wise advice.
I own these stocks for the dividend, in sectors that are currently getting hit due to rising interest rates (I assume). From your point of view, is it best, if one needs the income, to not be concerned with losing equity value and just continue collecting the dividend and hope that over time, these stocks will recover? Or is it best to sell and research other options. (I am 66 years young). Please also rate these stocks from best to least in terms of dividend safety and growth potential. Thank you for your wise advice.
Q: I have a small position in Fts and am looking at switching to Npi. Could you please check the debt ratios for each,growth prospects and payout ratios for the dividend? Would you recommend this move for a 2 to 3 year hold in a tfsa? Thanx.
Q: Greetings.
I'd appreciate your insights on Northland Power's earnings.
- Any red flags?
- Can you identify their earnings per share for the year 2017 and their eps guidance for 2018?
Thanks again.
John
I'd appreciate your insights on Northland Power's earnings.
- Any red flags?
- Can you identify their earnings per share for the year 2017 and their eps guidance for 2018?
Thanks again.
John